Engagement Lead, Financial Services

Technovate AI; New York (NY); On-site; USD 140,000 - 210,000; Full time

Job summary

Technovate AI is seeking a senior Delivery Leader to own client relationships and define engagement outcomes in our financial services book. You will lead discovery and scoping, and coordinate delivery squads while navigating model risk and procurement processes.

The role emphasizes growing accounts by securing the next engagement rather than upselling the current one. The ideal candidate has extensive consulting or technical program management experience in financial services and is comfortable

Qualifications

• 6+ years in consulting, delivery leadership, or technical program management.
• Fluent in financial services, model risk, compliance, and how decisions get approved.
• Ability to credibly challenge architecture proposals.
• Comfort conveying difficult messages to clients.

Responsibilities

• Own client relationships and define the done for each engagement.
• Run discovery and scoping, including honest recommendations to not proceed.
• Coordinate delivery squads without becoming a message-passing layer.
• Navigate model risk, compliance, and procurement on the client side.
• Grow accounts by securing the next engagement.

Skills

Delivery leadership

Technical program management

Client relationship management

Stakeholder management

Tools

Architecture review

Job description

Own client relationships and delivery outcomes for our financial services book. You are accountable for the engagement succeeding, not for hours billed.

• Own the client relationship and the written definition of done for each engagement
• Run discovery and scoping, including honest recommendations to not proceed
• Coordinate delivery squads without becoming a message-passing layer between them and the client
• Navigate model risk, compliance, and procurement processes on the client side
• Grow accounts by earning the next engagement, not by upselling the current one

What we're looking for

• 6+ years in consulting, delivery leadership, or technical program management
• Working fluency in financial services — model risk, compliance, and how decisions get approved
• Enough technical depth to challenge an architecture proposal credibly
• Comfort telling a client something they do not want to hear

Nice to have

• Prior experience at a financial institution
• Background in data or ML delivery specifically
• Existing network in financial services technology leadership

What the first three months look like.

We write this down for every role so expectations are explicit on both sides from day one.

Shadow two active engagements and meet every client in the financial services book.

Take ownership of one existing engagement with the outgoing lead available for support.

Run a discovery independently and own the resulting scope, pricing, and delivery plan.

Our hiring process

• 1 Intro call — 30 minutes with a hiring lead
• 2 Technical screen — 60-minute paired session
• 3 System design — 90 minutes with two senior engineers
• 4 Team conversations — three 30-minute chats
• 5 Offer — written, within 48 hoursi

Fifteen days end to end. You will know where you stand at every step.